What We Automate
12 core workflows that eat up your time. We build them once, they run forever.
Intake
AI receptionist answers calls, qualifies leads, books consults automatically.
Scheduling
Clients book directly on your calendar. No back-and-forth emails.
Documents
Incoming docs auto-filed to correct matter folder. Never misfile again.
Billing
Auto-generate invoices from time entries. Sync to QuickBooks.
Follow-Ups
Automated reminders for appointments, unpaid invoices, document requests.
Reporting
Weekly summary of new leads, matters opened, revenue collected.
E-Signatures
Send documents for signature, track status, auto-file signed copies to matters.
Time Tracking
Auto-capture time from calendar events, emails, and calls. No more forgotten entries.
Conflict Checks
Instant search across all matters and contacts when new leads come in.
Client Communications
Auto-log emails and calls to matter files. Send status updates on schedule.
Lead Nurturing
Drip campaigns for prospects who aren't ready. Stay top of mind automatically.
Task Management
Auto-create tasks from emails, deadlines, and court dates. Never miss a deadline.
Two Ways to Automate
Choose the approach that fits your firm. Both get the job done.
AI Assistant
RECOMMENDED
Your own AI assistant that connects directly to your tools. Smarter than rules-based automation — it understands context and handles edge cases.
- Direct API connections — no middleman
- Conversational interface — just ask
- No per-task fees — flat monthly cost
- Handles complex logic, not just if-then
Tools We Integrate
We work with YOUR tools. No migration required.
Case Management
Intake & CRM
Billing & Payments
Productivity & Docs
Phone & Communications
Don't see your tool? We can integrate with 7,000+ apps via Zapier/Make — or build direct API connections with our AI Assistant.